How to Create Invoice Upon Email in Odoo 17 Accounting App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

The core purpose of creating invoices upon emails in Odoo is automating the initial stages of invoice creation and streamlining the overall invoicing process. There are several benefits to creating invoices upon emails in Odoo, especially when compared to manual data entry: Increased Efficiency: Saves time by automating invoice creation instead of manual data entry […]

How to Sell Your Products in Odoo 17 Website App | Odoo 17 Website Tutorials | Functional Tutorials – CBMS Odoo ERP

Odoo 17 Website offers a robust e-commerce platform to turn your vision of online sales into reality. This comprehensive guide explores the functionalities of the Odoo 17 Website, empowering you to establish and manage a thriving online store. Building Your Online Presence: Effortless Website Creation: Odoo 17 Website provides a user-friendly interface with drag-and-drop functionalities. […]

How to Configure Sales Team & Team Members in Odoo 17 Sales | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Odoo 17 Sales Teams: Streamlining Your Sales Force Odoo 17 equips you with a robust Sales Team functionality to organize, manage, and track your sales personnel. This integrated system fosters collaboration, boosts efficiency, and empowers you to gain valuable insights into your sales pipeline. Creating and Configuring Sales Teams Setting Up: Navigate to the CRM […]

How to Create Task Through Odoo 17 Website Form | Odoo 17 Functional Tutorials | Odoo 17 Videos – CBMS Odoo ERP

There are two main reasons why a task might be created from an Odoo website: Customer Submission: Odoo offers built-in functionality and third-party apps that allow website visitors (often customers) to submit tasks. This can be useful for things like support requests, service requests, or bug reports. When a customer submits a form on the […]

How to Create Ticket From Odoo 17 Website Form | Odoo 17 Website App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

In Odoo, a ticket is a record within the Helpdesk module that represents a customer support request. It essentially acts as a digital file that tracks all the communication and activity related to a specific customer issue. Here’s a breakdown of what a ticket in Odoo typically entails: Customer Issue: This is the core of […]

How to Create a Customer Through the Odoo 17 Website Form | Odoo 17 Functional Tutorials – CBMS Odoo ERP

There are two main reasons why customers are created from Odoo website forms: 1. Streamlining Lead Capture and Customer Onboarding: Odoo website forms allow visitors to easily submit their information, such as name, email, and phone number. This eliminates the need for manual data entry, saving time and reducing errors. The captured information can be […]

How to Configure Payment Methods & Payment Terminal in Odoo 17 POS | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Simplifying Transactions: Payment Methods and Terminals in Odoo 17 POS In today’s fast-paced retail environment, offering various payment options is crucial for customer satisfaction and business growth. Odoo 17’s Point-of-Sale (POS) system empowers you to cater to diverse customer preferences with its integrated payment methods and support for external payment terminals. This guide explores these […]

How to Configure Deferred Revenue in Odoo 17 Accounting App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Odoo handles deferred revenue, also known as unearned revenue, which is money received from customers upfront for goods or services that haven’t been delivered yet. Since the company still owes the customer those products or services, this advance payment is considered a liability. Here’s a breakdown of deferred revenue in Odoo: Concept: Deferred revenue is […]

How to Manage Deferred Expenses in Odoo 17 Accounting App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

In Odoo accounting, deferred expenses, also known as prepaid expenses, represent costs your company has already paid for but hasn’t consumed the benefits of yet. These are recorded as assets on the balance sheet until they are gradually recognized as expenses over the periods they benefit. Here’s a breakdown of how it works: Concept: A […]